Portfolio Management Services (PMS)Compare Schemes
Aurum Multiplier Portfolio vs Bonanza - Edge
Add SchemeGrowth of ₹1 Crore
Aurum Multiplier Portfolio
Bonanza - Edge
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.22%
4.43%
6 Months
21.55%
22.24%
1 Year
12.76%
21.33%
3 Years
17.77%
15.83%
5 Years
17.56%
20.63%
Since Inception
17.72%
19.53%
Fund Age
6 yrs 8 mo
11 yrs
AUM
₹42.03 Cr
₹101.92 Cr
Alpha – 1 Year
8.04%
21.68%
Alpha – 3 Years
5.68%
6.83%
Information Ratio – 3 Years
0.47
0.61
Volatility – 1 Year
28.82%
21.87%
Volatility – 3 Years
20.90%
21.68%
Beta – 1 Year
1.51
1.10
Beta – 3 Years
1.13
1.12
Sharpe Ratio – 1 Year
0.37
0.75
Sharpe Ratio – 3 Years
0.64
0.65
Worst Rolling Year
11.09%
-17.09%
Value at Worst Rolling Year
₹1.11 Cr
₹0.83 Cr
Deepest Drawdown
−23.45%
−27.12%
Recovery Period
91 days
148 days
1-Year Rolling Windows Positive
100.00%
79.34%
Median Rolling Year
21.94%
24.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 15% · M 12% · S 59%
Number of Stocks
—
65
Portfolio P/E
—
51.62
Top 5 Holdings
Greaves Cotton Ltd · 0.00%
Welspun Corp Ltd · 0.00%
S J S Enterprises Ltd · 0.00%
Star Health & Allied Insurance Company Ltd · 0.00%
Welspun Corp Ltd · 0.00%
Creative Newtech Ltd · 7.19%
Cash & Cash Equivalent · 7.08%
Lodha Developers Ltd · 6.75%
JD Cables Ltd · 6.02%
Afcom Holdings Ltd · 6.00%
Top Sectors
—
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / 0% / 0%